Integrations

Exports

Any filtered result set can leave the platform. Exports carry the same normalised fields you see on screen, so spreadsheets and BI tools stay comparable across sources.

Exporting a result set

Filter first, then choose the columns you need and the format: CSV, Excel or JSON. Capture data — pursuits, stages, owners, outcomes — exports the same way.

Limits

Export volume depends on your plan. If you need continuous extracts rather than files, use the REST API instead.

Go to

Exports feature API & webhooks

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